Covered Call Strategy

Covered Call Option Strategy

Covered Call Option Strategy is an options trading approach commonly used by investors who own stock and want to generate additional income from their holdings.

XOM Covered Call Strategy

XOM Covered Call Strategy

XOM Covered Call Strategy allows us to generate consistent income through option premiums while still holding XOM for its consistent dividend payouts, providing a reliable stream of passive income.

US Treasury Yields Rise

US Treasury Yields Rise with Interest Rates Inflation Debt and Deficits creating more uncertainty in the Bond Market and in the Stock Market. What Investors Need To Know and Do.

Investing in Volatile Markets

Selling stocks when markets drop can make temporary losses permanent. Staying the course may be healthier for your portfolio. Don’t let fear lead you down the road to disaster in your investments.

ETF Investing

An ETF is a basket of assets: a portfolio of stocks, bonds, options, and other tradable assets that are put together by a professional money manager for investors to buy and sell quickly.

Options Trading

Options Trading Strategies for Managing Risk One of the tools in my investment management toolbox is Options, specifically Covered Call Options and Naked Put Options. I’m reaching out to a number of my clients to recommend that we set up Options. These two Options Strategies work best in volatile markets like what we’ve had in […]

Bull Bear Portfolio Strategy

In this post I want to introduce a new strategy for you to consider moving forward, the Bull Bear Portfolio Strategy.

Bull Bear Risk Management

The BayRock Bull Bear Portfolio. It’s designed to do what all good and effective investment strategies are designed to do: Maximize Returns and Minimize Risk

Bull Bear Portfolio

Bull Bear Portfolio is a model designed to achieve close to market returns in a Bull market, make a little money in a Bear market, and quickly transition when the S&P 500 hits major support and resistance levels.

1031 Exchange

1031 exchange transactions are full of rules, boundaries, and limitations. 1031 Exchange definitions can be somewhat complicated.